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As we approach the end of the year, there is still time to take advantage of tax-saving opportunities. This article outlines a few things to investigate before December 31. We recommend you consult your professional advisors before implementing any strategy to ensure alignment with your personal circumstances. Employer Retirement Plan Contributions Now is the time…

The 2022 midterm elections are coming up (remember to vote on November 8th). With every election, there’s always a lot of talk about how important it is to vote (true), and that if the other side wins it means the end of the world (potentially less true). There are always important issues at play, and…

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Q3 2022…

Getting taxed once is hard enough, but getting hit a second time on the same dollars? That’s enough to give even a compliant taxpayer the urge to toss crates of tea into Boston Harbor. Whether double taxation like the gift tax is morally right or not is a topic for someone else to tackle. But if you…

How much you save for retirement goes a long way to determining how much you can spend in retirement. The more you save while you’re working, all else equal, the more you can spend in retirement. It sounds straightforward, but it seems to be something that many people forget, or at the very least, seem…

Medicare beneficiaries can join, switch, or drop a plan during the annual Open Enrollment Period, which runs from October 15 – December 7, 2022. Each year, Medicare plan costs and coverage typically change. In addition, your healthcare needs or network of doctors may have changed over the past year. Also known as Medicare’s annual election…

Planning for retirement is vitally important. And with something this important, many of us want a sense of control. We want to know that our retirement income plan covers all the bases, and that it will smoothly take us through to a successful retirement. But, for most of us, that’s not how it’s going to play out. 

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.   Q2…

Markets bounce around. That’s just what they do. If they didn’t, they wouldn’t reflect our ever-changing world. As a result, your portfolio bounces around, too, which means your portfolio will eventually look different than it did when you started. Specifically, you’ll be taking the wrong amount of risk. We will want to bring your portfolio…